Period-end tasks

To change information on individual W-2s

  1. Open the copy of Form W-2 that you need to change in the Payroll Form Viewer.


  2. Required data fields that need your attention are highlighted in red on the Payroll Tax Form Viewer. To enter required information, click in a highlighted field and type the correct information directly into the field.


    Important:
    Red fields must be completed before you advance to the next step
  1. To edit information in another field, click in that field.


    If the field already contains data calculated from a linked payroll category, the Set Up Link window will display. Correct the data in that field by selecting the corresponding payroll category item from the drop-down list.
    If you need to enter required information in that field, the typing cursor will display. Type the information directly into the field.
  1. Click Finish to return to the Payroll Tax Form Viewer and finish preparing your form. The corrected fields will contain data from the payroll categories you linked to those fields.


  2. Click in the appropriate cell of the window's spreadsheet-like grid area to highlight the data you want to change.


  3. Enter the correct amount in the selected cell.


  4. You can also use this window to mark special employee status boxes that may apply to individual employees.


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